Thrivent Financial for Lutherans
Position in AMAT — Applied Materials Inc /De
CIK 314984
Minneapolis, MN
Position in AMAT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$33,627,007
+$1,804,965 QoQ
Shares Held
98,385
-20.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86.02835798139961.ToString("F0")%
Shared 0.ToString("F0")%
None 13.971642018600397.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Thrivent Financial for Lutherans holds $535,490,021 across 19 Semiconductor Equipment & Materials names. AMAT ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,383,950 | $295,694,755 | |
| 2 | ONTO |
Onto Innovation Inc.
|
739,292 | $151,606,609 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
98,385 | $33,627,007 | |
| 4 | TER |
Teradyne, Inc
|
67,206 | $19,923,890 | |
| 5 | ENTG |
Entegris Inc
|
44,420 | $5,207,800 | |
| 6 | FORM |
Formfactor Inc
|
51,741 | $5,018,359 | |
| 7 | ASML |
Asml Holding NV
|
3,104 | $4,099,854 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
47,158 | $3,099,223 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,627,007 | 98,385 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $31,822,042 | 123,826 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,196,061 | 88,874 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $155,064,133 | 847,021 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $132,711,657 | 914,496 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $166,467,741 | 1,023,598 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $201,269,883 | 996,139 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $183,782,166 | 778,771 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $150,625,441 | 730,376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $129,560,052 | 799,408 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $97,674,536 | 705,486 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $116,845,268 | 808,394 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $99,847,646 | 812,893 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $73,542,154 | 755,208 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,537,901 | 43,182 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,947,349 | 43,387 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $6,098,385 | 46,270 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,227,679 | 39,576 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $5,736,722 | 44,564 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,719,780 | 40,167 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $6,400,775 | 47,910 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,451,654 | 39,996 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,466,639 | 41,491 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,562,294 | 42,387 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,929,205 | 42,104 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||